Heritage Wealth Management (Ohio)’s MetLife MET Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio MET Stock Details MET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$223K	Hold	3,153	–	–	0.11%	141
2025 Q4	$249K	Sell	3,153 -160	-5%	-$12.7K	0.07%	225
2025 Q3	$273K	Buy	3,313 +12	+0.4%	+$944	0.08%	201
2025 Q2	$265K	Hold	3,301	–	–	0.09%	196
2025 Q1	$265K	Sell	3,301 -170	-5%	-$14.1K	0.09%	197
2024 Q4	$284K	Hold	3,471	–	–	0.09%	189
2024 Q3	$286K	Hold	3,471	–	–	0.09%	189
2024 Q2	$241K	Buy	+3,471	New	+$248K	0.08%	199

Other funds holding MET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MET Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its MetLife (MET) position steady in Q1 2026 at 3,153 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #141.

Heritage Wealth Management (Ohio) first reported a position in MET in Q2 2024 and has held it in 8 quarters since. The position peaked at $286K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

Heritage Wealth Management (Ohio) held 3,153 shares of MetLife worth $223K as of Q1 2026.
Heritage Wealth Management (Ohio) left its MetLife share count unchanged in Q1 2026.
MetLife made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #141 holding.
Heritage Wealth Management (Ohio) first reported a position in MetLife in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s MetLife position peaked at $286K in Q3 2024.
1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.